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Rockbridge Investment Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Rockbridge Investment Management’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-735
Closed -$37.5K – 127
2023
Q4 		$37.5K Buy
+735
New +$35.4K 0.01% 259
2022
Q3 		– Sell
-735
Closed -$33.1K – 106
2022
Q2 		$33.1K Hold
735
– – 0.01% 256
2022
Q1 		$38.8K Sell
735
-79
-10% -$4.21K 0.01% 332
2021
Q4 		$45K Hold
814
– – 0.01% 362
2021
Q3 		$45K Hold
814
– – 0.01% 333
2021
Q2 		$47K Hold
814
– – 0.01% 323
2021
Q1 		$45K Hold
814
– – 0.01% 304
2020
Q4 		$43K Buy
814
+615
+309% +$30.5K 0.01% 302
2020
Q3 		$9K Hold
199
– – ﹤0.01% 472
2020
Q2 		$9K Buy
+199
New +$8.13K ﹤0.01% 435

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return